See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,911 |
Filed as: FOREST CAPITAL MANAGEMENT CO Service code 27 1048 GOODLETTE FRANK RD · NAPLES, FL 34102 | Advisory (Plan) | $8,155 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,017 | $132,049-52.3% | $200,582-68.6% | $74,304-15.2% |
| Participation rate | 59.5% | 84.1%-24.6pp | 86.9%-27.4pp | 60.3%-0.9pp |
| Annual return | 26.70% | 22.22%+4.5pp | 42.33%-15.6pp | 29.43%-2.7pp |
| Employer contribution / active EE | $2,804 | $4,558-38.5% | $6,419-56.3% | $2,241+25.1% |
| Participant deferral / active EE | $6,064 | $7,213-15.9% | $9,331-35.0% | $3,767+61.0% |
| Admin fee / account holder | $178 | $2,405-92.6% | $16,305-98.9% | $2,969-94.0% |